MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.2M
3
+$12.4M
4
FN icon
Fabrinet
FN
+$9.5M
5
ATEC icon
Alphatec Holdings
ATEC
+$9.07M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.1M
4
AMZN icon
Amazon
AMZN
+$11.2M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$11.1M

Sector Composition

1 Technology 15.89%
2 Consumer Discretionary 13.18%
3 Financials 12.5%
4 Communication Services 11.03%
5 Healthcare 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.7M 0.69%
75,824
-7,360
52
$11.3M 0.67%
152,219
-12,492
53
$11.1M 0.66%
125,467
-11,262
54
$10.8M 0.64%
101,978
+46,124
55
$10.3M 0.61%
58,729
-5,309
56
$10.1M 0.6%
51,671
-7,177
57
$10M 0.59%
257,862
-29,866
58
$9.98M 0.59%
74,292
-6,084
59
$9.9M 0.59%
518,389
-50,757
60
$9.81M 0.58%
122,599
-11,349
61
$9.8M 0.58%
44,532
-2,938
62
$9.74M 0.58%
269,609
-21,421
63
$9.68M 0.57%
51,659
-4,356
64
$9.5M 0.56%
+48,103
65
$9.07M 0.54%
+894,471
66
$8.98M 0.53%
126,714
-10,134
67
$8.88M 0.53%
240,773
-36,504
68
$8.83M 0.52%
120,276
-16,213
69
$8.73M 0.52%
381,108
+16,288
70
$8.6M 0.51%
117,534
-76,890
71
$8.13M 0.48%
96,407
-8,196
72
$8.05M 0.48%
413,495
-943,693
73
$8M 0.47%
153,677
-20,564
74
$7.77M 0.46%
73,818
-6,108
75
$7.54M 0.45%
90,823
-7,525
1 2
3
4 5